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China’s Memory Drama: Must-See in 2017

12/19/2016 04:00 PM EST
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ubm112211
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Re: 1.background:
ubm112211   12/21/2016 5:44:22 AM
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5. solve this equation depends on several factors.

1) how many investment the top 3 will spend in china, how many jobs will be created.

2) if this number is much smaller than the engs in the market.

3) they will team up with xmc etc and try to build up their own bussiness. that is exactly what happened around 2000 when smics started. 

4) if enough job created by top3 in china it will take away the limited eng resources from xmc. xmc will lose it's steam and wane.

 

 

ubm112211
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Re: 1.background:
ubm112211   12/21/2016 2:18:32 AM
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4. memory is not so ... difficult.

  if you know how a cell build up the rest is easy. many availiable informations around. just buy a piece of nand and do some x-section, xray, efa, plus some vendors are more than willing to share some tricks with you.

ubm112211
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1.background:
ubm112211   12/21/2016 1:56:08 AM
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1.background:

1) overcapacity in china's steel, construction, auto etc sectors.

2) millions of college grads need to find a job.

3) hundreds (if not thousands) of chinese engineers working at samsung etc and want to change enviorment get better package etc.

 

2. if investment from the top 3 memory company in china can't fix 1.2, 1.3 they will find a way to meet their need.

 

3.  XMC is powered by some ex-samsung engs who got promoted to mgmt role and a few cypress engs who need some extra cash.

 

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